13F Filings History of Legacy Advisors, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$810M
Signature - Title
Matthew Sgro - Chief Compliance Officer
Location
Plymouth Meeting, PA
Summary
This page shows a list of all the recent 13F filings made by Legacy Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Advisors, LLC reported 250 stock holdings with total value $810M as of Q3 2025. Top holdings included QLTY, MTZ, VERX, IWB, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 250 $810M +$479M $0 +$479M QLTY, MTZ, VERX, IWB, AAPL 13F-HR 13 Nov 2025
Q2 2025 18 $4.66M $0 $0 QLTY, VERX, FULT, DFAC, BSY 13F-HR 07 Aug 2025
Q1 2025 431 $945M +$45.7M -$46.1M -$391K MTZ, VERX, JGRW, AAPL, IWB 13F-HR 22 Apr 2025
Q4 2024 410 $1.03B +$124M -$64.6M +$59.1M MTZ, VERX, JGRW, AAPL, IWB 13F-HR 14 Feb 2025
Q3 2024 376 $923M +$86.9M -$44.4M +$42.6M MTZ, VERX, AAPL, IWB, MSFT 13F-HR 13 Nov 2024
Q2 2024 327 $823M +$51.9M -$45.4M +$6.48M MTZ, VERX, AAPL, IWB, MSFT 13F-HR 30 Jul 2024
Q1 2024 313 $791M +$34M -$97.8M -$63.8M MTZ, VERX, IWB, IVV, AAPL 13F-HR 30 Apr 2024
Q4 2023 306 $776M +$140M -$50.5M +$89.7M MTZ, VERX, AAPL, IWB, IVV 13F-HR 12 Feb 2024
Q3 2023 293 $621M +$55M -$19.9M +$35.1M MTZ, AAPL, IVV, IWB, SPY 13F-HR 14 Nov 2023
Q2 2023 267 $674M +$88.5M -$12.4M +$76.1M MTZ, AAPL, IVV, SPY, MSFT 13F-HR 20 Jul 2023
Q1 2023 252 $542M +$33.8M -$68.7M -$34.9M MTZ, IVV, AAPL, MSFT, OEF 13F-HR 01 May 2023
Q4 2022 242 $546M +$71.7M -$34.3M +$37.3M MTZ, OEF, IVV, AAPL, SPY 13F-HR 01 Feb 2023
Q3 2022 227 $453M +$49.5M -$12.2M +$37.3M MTZ, OEF, AAPL, SPY, JNJ 13F-HR 09 Nov 2022
Q2 2022 220 $475M +$51.9M -$1.41M +$50.5M MTZ, OEF, VTWO, SPY, AAPL 13F-HR 25 Jul 2022
Q1 2022 215 $515M +$277M -$3.81M +$273M MTZ, OEF, VTWO, SPY, AAPL 13F-HR 11 May 2022
Q4 2021 133 $273M +$11.1M -$3.94M +$7.17M OEF, VTWO, RBLX, SPY, BSY 13F-HR 14 Feb 2022
Q3 2021 127 $250M +$13.3M -$4.04M +$9.24M OEF, VTWO, BSY, SPY, RBLX 13F-HR 13 Oct 2021
Q2 2021 124 $246M +$45.2M -$32.8M +$12.4M OEF, BSY, VTWO, RBLX, VOO 13F-HR 13 Jul 2021
Q1 2021 122 $226M +$43M -$1.69M +$41.4M OEF, PCT, VTWO, SPY, UBER 13F-HR 12 Apr 2021
Q4 2020 111 $176M +$13.4M -$8.62M +$4.8M OEF, VTWO, SPY, UBER, MDY 13F-HR 15 Jan 2021
Q3 2020 109 $151M +$23.8M -$3.43M +$20.4M OEF, SPY, MDY, AAPL, UBER 13F-HR 08 Oct 2020
Q2 2020 102 $126M +$25.2M -$13.4M +$11.8M OEF, SPY, MDY, UBER, AAPL 13F-HR 09 Jul 2020
Q1 2020 96 $99.9M +$11.6M -$16.1M -$4.56M SPY, MDY, WTRG, UBER, AAPL 13F-HR 15 Apr 2020
Q4 2019 132 $158M +$17.5M -$2.59M +$14.9M MDY, SPY, WTR, FULT, AAPL 13F-HR 21 Jan 2020
Q3 2019 110 $134M +$4.02M -$4.47M -$448K MDY, SPY, WTR, FULT, IVV 13F-HR 10 Oct 2019
Q2 2019 355 $148M +$7.22M -$12.8M -$5.58M MDY, SPY, WTR, FULT, VOO 13F-HR 15 Jul 2019
Q1 2019 115 $148M MDY, SPY, WTR, IVV, FULT New Holdings 12 Apr 2019
Q1 2019 396 $161M +$21.7M -$7.76M +$13.9M MDY, SPY, WTR, IVV, FULT 13F-HR 08 Apr 2019
Q4 2018 109 $132M +$6.17M -$16.8M -$10.6M MDY, SPY, WTR, FULT, IVV 13F-HR 14 Jan 2019
Q3 2018 447 $203M +$68.9M -$697K +$68.2M MDY, SPY, WTR, FULT, IVV 13F-HR 18 Oct 2018
Q2 2018 396 $134M +$19M -$2.93M +$16M MDY, SPY, WTR, CUBI, FULT 13F-HR 19 Jul 2018
Q1 2018 351 $135M +$43.3M -$4.78M +$38.5M MDY, SPY, CUBI, WTR, BSV 13F-HR 17 Apr 2018
Q4 2017 327 $103M +$13.2M -$2.46M +$10.8M MDY, WTR, SPY, CUBI, FULT 13F-HR 26 Jan 2018
Q3 2017 322 $89.7M +$12.2M -$3.55M +$8.69M MDY, WTR, CUBI, SPY, FULT Restatement 03 Nov 2017
Q2 2017 189 $78.4M +$7.05M -$3.55M +$3.49M MDY, WTR, SPY, CUBI, FULT 13F-HR 01 Nov 2017
Q1 2017 186 $74M +$8.28M -$86.9M -$78.6M MDY, WTR, CUBI, SPY, FULT 13F-HR 02 Nov 2017
Q4 2016 193 $38M WTR, FULT, EFX, VOO, RGA 13F-HR 03 Nov 2017